Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahab? Claim Your ProfileShahab Makanvand is an investment advisor representative, registered with the state of California. Shahab works for PFS Investments Inc. and is a member of FINRA. Shahab Makanvand has been in the industry since 2012. Shahab holds Series 6, 63, 26, and 65 licenses. Shahab has experience working with individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
08/22/2017 - Present
PFS Investments Inc. (MONROVIA CA)
GA
04/04/2005 - 11/19/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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